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FASOX vs JVMRX
FASOX vs JVMRX Comparison
Open Charts FASOX vs JVMRX
Fidelity Advisor Value Strategies I
Price$50.37
Change+$0.39 (+0.78%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FASOX vs JVMRX Comparison Chart in %
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FASOX vs. JVMRX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FASOX is a Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FASOX (1.7B). JVMRX (0.88) and FASOX (0.87) have matching dividends . FASOX was incepted earlier than JVMRX: FASOX (30 years) vs JVMRX (14 years). FASOX (0.84) is less costly to investors than JVMRX (0.76). FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (49.00). FASOX has a lower initial minimum investment than JVMRX: FASOX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. FASOX (-5.14). FASOX return over 5 years is better than : 78.73 vs. JVMRX (58.56).
| FASOX | JVMRX | FASOX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.75 | 112% |
| Annual Report Gross Expense Ratio | 0.84 | 0.76 | 111% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | 1.634 | 9.354 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 23.1B | 7% |
| Annual Yield % from dividends | 0.87 | 0.88 | 100% |
| Returns for 1 year | -5.14 | 1.28 | -402% |
| Returns for 3 years | 19.24 | 21.72 | 89% |
| Returns for 5 years | 78.73 | 58.56 | 134% |
| Returns for 10 years | 23.09 | 51.14 | 45% |
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